Episode 23 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss forgotten 401k’s and answer a listener question regarding investing in 401k’s at a young age. Then in the “Find the Fees” segment they examine Incomplete Advise. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast staying on a group health plan or joining Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about a recent client whom has several pieces of property and needs a better estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about different types of tax accounts.
Intro: 0:00
Financial Advisors: Forgotten 401k's - 0:22
Financial Advisors: Investing in 401k's - 8:31
Financial Advisors: Incomplete Advise (Find the Fees) - 16:05
Medicare Advisor: Staying on Group Plan - 22:54
Estate Planning Attorney: Advance Estate Plan - 31:58
CPA: Tax Accounts - 39:05
Credits: 45:34
Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
